Iams Wealth Management’s PepsiCo PEP Stock Holding History

Iams Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26M	Sell	8,134 -1,002	-11%	-$156K	0.44%	70
2025 Q4	$1.31M	Sell	9,136 -553	-6%	-$81.3K	0.47%	69
2025 Q3	$1.36M	Buy	9,689 +466	+5%	+$66.5K	0.55%	58
2025 Q2	$1.22M	Buy	9,223 +143	+2%	+$19.3K	0.56%	59
2025 Q1	$1.36M	Buy	9,080 +1,411	+18%	+$210K	0.62%	58
2024 Q4	$1.17M	Buy	7,669 +971	+14%	+$159K	0.53%	56
2024 Q3	$1.14M	Buy	6,698 +265	+4%	+$45.5K	0.56%	59
2024 Q2	$1.06M	Buy	6,433 +217	+3%	+$37.5K	0.58%	55
2024 Q1	$1.04M	Buy	6,216 +712	+13%	+$120K	0.63%	55
2023 Q4	$935K	Sell	5,504 -282	-5%	-$46.8K	0.6%	56
2023 Q3	$980K	Buy	+5,786	New	+$1.05M	0.68%	51
2023 Q2	–	Sell	-4,822	Closed	-$900K	–	202
2023 Q1	$872K	Buy	4,822 +1,717	+55%	+$300K	0.72%	52
2022 Q4	$561K	Buy	+3,105	New	+$554K	0.57%	59

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return